Edelweiss ELSS Tax Saver Fund Direct Growth

Scheme code: INF754K01CA8 NAV value: ₹ 124.3300 NAV date: 19 March, 2026 TER: 0.67%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-29.32	88.93	13.92	17.25	12.77
3 year	-5.97	31.48	16.01	14.81	16.85
5 year	-1.20	27.79	14.30	14.34	15.91
7 year	7.66	17.92	13.69	13.62	14.19
10 year	11.39	16.57	14.67	14.61	14.89
12 year	14.58	16.94	15.84	15.81	15.79

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.25
3 year	6.28	30.95	15.04	14.81
5 year	8.38	26.02	14.22	14.34
7 year	10.18	15.62	12.93	13.62
10 year	11.42	12.93	12.18	14.61
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.25
3 year	6.56	19.64	13.57	14.81
5 year	9.22	12.29	10.75	14.34

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.25
3 year	7.68	21.49	15.06	14.81
5 year	10.37	13.5	11.93	14.34

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.25
3 year	8.04	32.03	17.81	14.81
5 year	8.18	28.64	15.34	14.34
7 year	10.64	16.42	13.77	13.62
10 year	12.56	14.06	13.31	14.61

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,89,400 - Absolute Returns: ₹89,400 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,63,628 - Absolute Returns: ₹8,63,628 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,91,726 - Absolute Returns: ₹26,91,726 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,40,86,391 - Absolute Returns: ₹56,86,391 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,65,70,404 - Absolute Returns: ₹1,45,70,404 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,77,44,316 - Absolute Returns: ₹2,33,44,316 - CAGR: %

Drawdown Metrics

Max Drawdown

-36.80 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-4.82 %

Calmar Ratio by Duration

1 Y

0.4688

3 Y

0.4025

5 Y

0.3897

7 Y

0.3701

10 Y

0.397

12 Y

0.4296

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	7.04	1.02	106.5	97.2	10.99 %	4.00 %
3 years	6.01	1.02	104.1	96.3	17.38 %	11.28 %
5 years	4.32	0.98	99.2	93.7	13.71 %	9.44 %
7 years	4.09	0.93	95.2	90.7	14.54 %	10.74 %
10 years	2.51	0.93	93.4	90.0	14.16 %	12.06 %
12 years	1.94	0.93	93.4	90.0	11.68 %	10.00 %
15 years	1.43	0.93	93.4	90.0	9.24 %	7.92 %